Perkins Electronic Master Promissory Note Supporting Documentation

United States Department of EducationFederal Student Aid Perkins Electronic Master Promissory Note Supporting Documentation August 1, 2003... Executive SummaryThis document contains supp

United States Department of Education

Federal Student Aid

Perkins Electronic Master Promissory Note

Supporting Documentation

August 1, 2003

Document Revision History

1.1 June 30, 2003 Neil Sattler - Neil.Sattler@ed.gov

Dexter Ang - Dex@mit.edu

Updated

Table of Contents

EXECUTIVE SUMMARY 1

1 INTRODUCTION 2

2 LAYOUT 3

3 CONTENT 4

4 DATA FIELDS 5

5 PDF GENERATION 6

6 ACCESS 7

7 TECHNICAL QUESTIONS 8

APPENDIX A: PERKINS EMPN SCREEN SHOTS 9

Executive Summary

This document contains supporting documentation for the Perkins Electronic Master Promissory Note (Perkins eMPN) FSA is offering this Perkins eMPN to schools for use within their financial aid process The Perkins eMPN was developed based on requirements from FSA and with the assistance

of the Pennsylvania State University and the University of Minnesota The Perkins eMPN will assist borrowers in completing and electronically signing their promissory notes using a web browser FSA will assist schools that are willing to offer a web-based Perkins MPN process to their borrowers FSA’s assistance includes the development of a Perkins eMPN and serving as a liaison with the

Perkins community to ensure the success of the Perkins eMPN process

1 Introduction

Organization of this Document

The following information outlines the organization of this document:

 Executive Summary

 Section 1 Introduction provides an overview of this document

 Section 2 Layout provides a visual layout of the Perkins eMPN

 Section 3 Content provides a list of editable and non-editable content on the Perkins eMPN

 Section 4 Data Fields provides a list of the data fields provided on the Perkins eMPN

 Section 5 PDF Generation provides options for the generation of a PDF version of the

Perkins eMPN

 Section 6 Access provides information on how schools can access the Perkins eMPN and

other documentation

 Section 7 Technical Questions provides information on how schools can receive assistance

concerning the eMPN

 Appendix AScreen Shots of Perkins eMPN

2 Layout

This section contains a visual layout and explanation of the Perkins eMPN Appendix A contains screen shots of the Perkins eMPN

The layout of the Perkins eMPN is as follows (text in purple is a textbox, which can be pre-populated

by the school):

TITLE OF PROMISSORY NOTE OMB Version Number & Expiration Date

Section A:

lastname firstname initial ssnum

Section B:

schoolname

5%

schoolstreet1 schoolstreet2 schoolcity schoolstate schoolzip

TERMS AND CONDITIONS:

All Terms and Conditions from Page 1 of the paper document will be displayed here.

eSign Section: Electronically Sign Perkins eMPN

This section will contain message asking the borrower to review terms and conditions prior to signing the eMPN An

"eSign" button will follow along with any additional information added by the school.

TERMS AND CONDITIONS (continued):

The remaining Terms and Conditions (from pages 2-3 of the paper document), as well as Information Notices on page

4 of the paper document (such as the Privacy Act Notice) will appear here.

eSign Perkins Note

3 Content

The following areas on the Perkins eMPN can be edited by schools:

1 Text in Section A and Section B may be pre-populated and/or rendered uneditable by the

school Currently, all of these fields are displayed in the form of textboxes The school is allowed to render all of these fields uneditable and to change them from textboxes to plain html text displayed on the page

2 In the Terms and Conditions section, [bracketed] clauses or paragraphs may be included at

option of the school

3 The eSign Section (containing the eSign button) may be altered to fit the school’s eSignature

capabilities and for the school to add any disclaimers, information, etc., pertaining to

“eSigning” the Perkins MPN

4 The eSign Section may also be moved to a different location on the page in order to fit the

school’s eSignature process

5 The school may add additional buttons at the bottom of the page or in the eSign Section to

facilitate printing, viewing, and saving the Perkins eMPN by the borrower

The following areas on the Perkins eMPN cannot be edited by schools:

1 The layout of Section A and Section B may not be altered.

2 Except as stated above, the Terms and Conditions sections may not be altered.

3 The font, font size, colors of the page (except in the eSign Section of the page) may not be

altered

4 The text on the page cannot be changed (with the exception of bracketed text mentioned above)

4 Data Fields

The following data fields of the Perkins eMPN appear on the screen:

Field

Number Field Name Field Description Field Type

2 ssnum Social Security Number Textbox

4 telephone

Home Area Code and Telephone Number Textbox

5 driverslicense Driver's License Number Textbox

schoolstreet1 School Street 1 Textbox schoolstreet2 School Street 2 Textbox

schoolstate School State Textbox schoolzip School Zip Code Textbox

5 PDF Generation

FSA and the Modernization Partner have recommended a way to generate a PDF version of the

completed Perkins eMPN that is viewable, savable, and printable by the borrower using his or her browser window The recommended procedure is to dynamically populate an existing PDF Form and output it to the user as a PDF version of the MPN Instructions for this procedure can be found on the following web sites:

1 ActivePDF - http://www.activepdf.com/en/Products/Toolkit/Start.asp

 ActivePDF Toolkit can be used with ColdFusion and Active Server Pages

2 Adobe FDF Toolkit - http://partners.adobe.com/asn/developer/acrosdk/forms.html

 Toolkits exist for Java, C/C++, Perl and ActiveX

PDF Forms:

If the school chooses to use the recommended method of PDF generation requiring forms, we suggest that it use the FSA approved forms that correspond to the Perkins eMPN This file can be found at the same website as the Perkins eMPN (see Section 6) The file name is:

Perkins Master Promissory Note.pdf (PDF Format)

Each of the data fields in Sections A and B of this form corresponds to the data fields on the HTML Perkins eMPN The “Signature” is merely a concatenation of the borrower’s First Name, Middle Initial, and Last Name The “Date” should be populated with the day that the borrower eSigned his or her MPN

We also strongly recommend that the PDF version of the Perkins eMPN contain some form of

Transaction History of the user’s Perkins eSigning experience

6 Access

All information related to the Perkins eMPN, including the HTML and PDF versions of the MPN can

be found at the following website:

http://www.ifap.ed.gov/dpcletters/CB0313.html

Information posted on this site will include:

1 This document (Perkins eMPN Supporting Documentation)

2 Perkins eMPN PDF Form

3 Perkins eMPN HTML zip file containing:

a Perkins eMPN Template with Style Sheets

b Perkins eMPN Template (Browser 3.0 Compatible)

7 Technical Questions

If you have technical questions concerning the Perkins eMPN and its use, please contact Neil Sattler

on (202) 377-3513 or via email at Neil.Sattler@ed.gov

Appendix A: Perkins eMPN Screen Shots

Screen shots of the Perkins eMPN appear on the following pages:

Image 1.A Perkins Electronic Master Promissory Note

Image 1.A displays the Promissory Note title, the OMB Number and expiration date, as well as

Sections A and B

Image 1.B Perkins Electronic Master Promissory Note

Image 1.B displays the beginning of the Terms and Conditions

Image 1.C Perkins Electronic Master Promissory Note

Image 1.C displays more Terms and Conditions as well as the eSign Section of the Perkins eMPN

Image 1.D – Important Notice Section

Image 1.D displays the part of the Important Notice section which follows the remaining Terms and Conditions (not displayed)